Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $241 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
22,518
shares
|
$537,955
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
22,389
shares
|
$534,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
20,462
shares
|
$488,837
0.25% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
19,676
shares
|
$470,059
0.01% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,451
shares
|
$440,794
0.01% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
15,773
shares
|
$376,816
0.02% of portfolio
|
Q4 2024
Added 98.4%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
15,241
shares
|
$364,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
14,942
shares
|
$356,964
0.0% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,778
shares
|
$353,046
0.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
14,225
shares
|
$339,835
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
13,512
shares
|
$322,801
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,929
shares
|
$308,873
0.01% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
10,151
shares
|
$242,507
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,708
shares
|
$231,924
0.02% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
8,917
shares
|
$213,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$200,676
0.0% of portfolio
|
Q4 2024
Reduced 61.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
8,218
shares
|
$196,328
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,994
shares
|
$190,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
7,619
shares
|
$182,017
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,786
shares
|
$162,117
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,176
shares
|
$75,874
0.01% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$71,670
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,762
shares
|
$65,984
0.0% of portfolio
|
Q4 2024
Added 1766.22%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
574
shares
|
$13,712
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
560
shares
|
$13,378
0.0% of portfolio
|
Q4 2024
New holding
|